Finance Solutionist | Manager of Financial Empowerment | Finance Navigator
I have been in the banking & finance industry since 2002, working for a range of lenders both major banks and smaller lenders. Since becoming a broker in 2017, I have enjoyed working for clients instead of banks. Rather than simply selling the only available products through one bank, I can provide tailored choices that meet the clients’ specific needs and genuinely add value to their lives.
I take my time in getting to know every client thoroughly and become a trusted partner in their goals and plans. My service doesn’t end once your loan has been settled – it is a partnership for the future where we work together to achieve financial goals. I understand that everybody is busy with life which is why I will always work around your life to make it easier to get your finance sorted – whether that is meeting after hours or weekends, zoom calls and emails, I will find a way to make it work for you.
I also develop good working relationships with other services in the industry including accountants, conveyancers and real estate agents which helps to make the process of buying a property seamless through effective communication with these businesses. With around 90% of my business coming from referrals by existing clients and industry partners, it is a testament to the dedication to exceptional service I provide. Some clients have even been with me since my early banking days!
The technical stuff – I have tertiary qualifications in economics, commerce and agribusiness as well as holding a Diploma of Finance and Mortgage Broking. I am a full member of the industry’s leading governing body, the MFAA (Mortgage and Finance Association of Australia), as well as a member of the disputes resolution authority, ACFA (Australian Financial Complaints Authority). I am also a qualified JP in QLD.
Fiona Erquiaga is an Authorised Credit Representative (ACR #522752) for the provision of credit services under Connective Credit Services Australian Credit License (ACL) #389328. Fiona Erquiaga is sole director of Smooth Sailing Finance Consulting Pty Ltd.